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Microsoft
MSFT

Overview Fund Activity

1,956 hedge funds and large institutions have $215B invested in Microsoft in 2013 Q4 according to their latest regulatory filings, with 247 funds opening new positions, 693 increasing their positions, 861 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,956
Holders Change
+164
Holders Change %
+9.15%
% of All Funds
56.81%
Holding in Top 10
543
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+11.96%
% of All Funds
15.77%
New
247
Increased
693
Reduced
861
Closed
63
Calls
$4.81B
Puts
$3.98B
Net Calls
+$832M
Net Calls Change
-$528M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.6B
2
Capital World Investors
Capital World Investors
California
+$1.31B
3
LPC
Lone Pine Capital
Connecticut
+$953M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$764M
5
Goldman Sachs
Goldman Sachs
New York
+$430M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$2.51B
2
Bank of America
Bank of America
North Carolina
-$642M
3
HCM
Highfields Capital Management
Massachusetts
-$561M
4
SFM
Soros Fund Management
New York
-$375M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$372M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBN
1376
Cadence Bank NA
Texas
$1.72M +$241K +6,430 +16%
CA
1377
Corrado Advisors
New Jersey
$1.71M – – –
PWAP
1378
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.7M +$8.68K +232 +0.5%
EGA
1379
Eagle Global Advisors
Texas
$1.69M -$95K -2,540 -5%
WAM
1380
Weatherly Asset Management
California
$1.69M +$8.72K +233 +0.5%
IT
1381
Independence Trust
Tennessee
$1.68M -$74.6K -1,995 -4%
NAMP
1382
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.66M -$10.8K -289 -0.6%
OPTFSNA
1383
Old Point Trust & Financial Services N A
Virginia
$1.66M +$22.4K +600 +1%
MMCM
1384
Marque Millennium Capital Management
New York
$1.66M – – –
EA
1385
Emerald Advisers
Pennsylvania
$1.66M +$24.2K +646 +1%
MCM
1386
Murphy Capital Management
New Jersey
$1.66M -$75.5K -2,019 -4%
FM
1387
Forward Management
California
$1.66M -$1.13M -30,190 -40%
LC
1388
Lilley & Co
Michigan
$1.64M +$65.3K +1,745 +4%
MM
1389
Midas Management
New York
$1.61M – – –
BO
1390
Bank OZK
Arkansas
$1.61M +$117K +3,137 +8%
CCG
1391
Cypress Capital Group
Florida
$1.61M -$157K -4,200 -9%
SG
1392
Somerset Group
Minnesota
$1.6M +$1.6M +42,889 New
GLI
1393
Guardian Life Insurance
New York
$1.6M -$1.8M -48,010 -53%
LG
1394
LaFleur & Godfrey
Michigan
$1.6M -$12.9K -345 -0.8%
ACM
1395
Alta Capital Management
Utah
$1.59M +$1.01M +26,905 +171%
MCM
1396
MAI Capital Management
Ohio
$1.59M -$237K -6,335 -13%
HSA
1397
HBK Sorce Advisory
Pennsylvania
$1.59M +$81.5K +2,177 +5%
RB
1398
Rodgers Brothers
Pennsylvania
$1.59M -$133K -3,550 -8%
IAS
1399
IMA Advisory Services
Colorado
$1.58M +$29.9K +800 +2%
CIA
1400
CCM Investment Advisers
South Carolina
$1.58M -$1.28M -34,175 -45%
54 55
56
57 58